Downloads

Download KYC forms, account opening documents, policies, and compliance documents.

Important Notice

Attention Investors

KYC – One Time Exercise: KYC is a one-time exercise while dealing in securities markets. Once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary.
IPO Subscription – No Cheques Required: No need to issue cheques by investors while subscribing to IPOs. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. In case of non-allotment, the funds will remain in your bank account.
Protect Your Demat Account: Prevent unauthorised transactions in your demat account – update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from CDSL on the same day.
Documents

Available Downloads

All documents are in PDF format. If you need assistance opening these files, please contact us.

KYC Forms

Account Opening

Policies & Procedures

Note on PDF Documents

All downloadable documents are in Portable Document Format (PDF). You will need a PDF reader (such as Adobe Acrobat Reader, which is available as a free download) to view these files. Links open in a new browser tab. If you experience any difficulty accessing these documents, please contact us.